Danny Phillips Email & Phone Number

Sydney, NSW, AU

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Contract role within Westpac’s Specialist Businesses Transformation Office:- BT Implementation Manager for Successor Fund Transfer (SFT) of the BT Super Fund (31.5Bn assets) to Mercer Super effective 1st April 2023,- Key point of contact, worked with BT and Mercer stakeholders to develop comprehensive run sheet via workshops and dress rehearsals.

Sydney, New South Wales, Australia

A varied Senior Manager role in the Strategy & Support team within Fund Services:Project managed CFS driven changes including MySuper asset transitions, elements of CFS’s divestment from CBA, custodian panel review, Transition to Retirement Income Stream (TRIS) and First Choice fund launches: - Engaged multiple stakeholders to develop robust, detailed.

Re-joined Citi Markets as a Project Manager in a contract role, acting as central point of contact for client on-boarding activities - Dedicated implementation manager for Citi’s largest APAC client - Project managed Execution to Custody (E2C) implementation, which required extensive liaison across multiple internal and external stakeholders to ensure.

Sydney Area, Australia

Contract role responsible for on-boarding an Asset Manager client: - Project managed custody set-up and asset transition - Liaised with the client, third-party managers and internal operational teams to scope and document the operating model

Sydney, Australia

Citi Markets Project Manager, acted as central point of contact for client on-boarding activities. - Dedicated implementation manager for Citi’s largest APAC client, managed a full pipeline of mandate restructures, asset transitions and ad-hoc projects whilst driving process improvement - Project managed the 2012 custody take-on of an $8Bn AUC client.

Sydney, Australia

Responsible for the planning, logistics and execution of the full spectrum of transitions, from new business take-ons to restructures and exits. - Project managed the 2011 master custody take-on of a $2Bn Super Fund client, successfully co-ordinated both the custody and unit-pricing transitions - In the 12 months to July 2011 successfully project-managed.

Sydney, Australia

Managed Master Custody team of 7 staff responsible for fund accounting services.

Sydney, Australia

Senior resource within Master Custody team responsible for fund accounting services.

Sydney, Australia

Year-end contract role within Funds Administration Department.

London, United Kingdom

Senior Fund Accountant within the Institutional Accounting Department.- Reviewed and signed-off fund reporting of team members, portfolio valuation, balance sheet and account statements.- Responsible for sterling and multi-currency cash management, instructed CHAPS/SWIFT payments, foreign exchange and fixed deposit deals.

London, United Kingdom

Primary day-to-day contact for institutional clients within the client facing team of this Global Custodian.- Resolved queries relating to settlements and corporate actions within service level agreements.- Liaised with operational areas to clear cash and stock reconciliation items.

London, United Kingdom

Worked within the office responsible for dealing with share entitlement queries resulting from the demutualisation of Woolwich Building Society, initially as a customer correspondence clerk then promoted to manage the quality control team.- Managed 16 quality auditors and 4 administrators, responsible for overall quality of customer correspondence produced.

Post Graduate Certificate, Information Systems Design

Bachelor'S Degree, Economics, B.A (Hons)